Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $62.2B
1-Year Est. Return 21.98%
This Quarter Est. Return
1 Year Est. Return
+21.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.5B
AUM Growth
+$454M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,318
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$35.2M
3
+$31.5M
4
USB icon
US Bancorp
USB
+$30.7M
5
MRK icon
Merck
MRK
+$30.6M

Top Sells

1
+$37.1M
2
+$36.5M
3
+$32.1M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$30.8M
5
NLSN
Nielsen Holdings plc
NLSN
+$26.4M

Sector Composition

1 Technology 15.25%
2 Industrials 11.86%
3 Healthcare 11.26%
4 Consumer Discretionary 9.73%
5 Financials 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3.93M 0.04%
123,435
-133
402
$3.91M 0.04%
41,232
-84
403
$3.91M 0.04%
41,671
+35,776
404
$3.89M 0.04%
32,430
+232
405
$3.87M 0.04%
224,208
+18,982
406
$3.85M 0.04%
17,365
+256
407
$3.79M 0.04%
42,086
+6,150
408
$3.76M 0.04%
80,448
+19,662
409
$3.75M 0.04%
225,861
-3,673
410
$3.72M 0.04%
42,695
+2,125
411
$3.69M 0.04%
83,086
-477,041
412
$3.67M 0.04%
49,511
-30,888
413
$3.67M 0.04%
79,700
-39,150
414
$3.67M 0.04%
94,021
+2,325
415
$3.65M 0.04%
57,296
-4,024
416
$3.63M 0.03%
66,509
-3,901
417
$3.63M 0.03%
+29,784
418
$3.62M 0.03%
23,004
-8,626
419
$3.62M 0.03%
32,377
+5,050
420
$3.59M 0.03%
96,578
+12,005
421
$3.53M 0.03%
34,664
+3,685
422
$3.52M 0.03%
81,381
-23,086
423
$3.51M 0.03%
49,871
+1,284
424
$3.49M 0.03%
59,282
-13,214
425
$3.49M 0.03%
243,372
-5,166
15 16
17
18 19